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2023 Investment Update Quarter 4

by | Mar 5, 2024

Cross-Border Investment Planning, Europe, Top Stories, What's new in Aisa

Investment Update

Investment Update Q4 2023

Investment updates from Aisa International, along with its wealth and asset management adviser group, Opes Fidelio, are published quarterly.

The Investment Update includes the status of investment portfolios, current factors affecting markets, geographical and sector outlooks, and asset allocation views. Guest analyses summaries are, in this quarter, provided by representatives of JP Morgan.

The backdrop to our quarterly meeting is the regional conflict in the middle east, alongside debt concerns feeding through from the world economy. Whilst we actually have positive news for our clients with regard to an upturn in investment returns, the events in the world continue to overshadow and concern all of us.

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    The views expressed in this article are not to be construed as personal advice. Therefore, you should contact a qualified, and ideally, regulated adviser in order to obtain up-to-date personal advice with regard to your own personal circumstances. Consequently, if you do not, then you are acting under your own authority and deemed “execution only”. The author does not accept any liability for people acting without personalised advice, who base a decision on views expressed in this generic article. Importantly, where this article is dated then it is based on legislation as of the date. Legislation changes but articles are rarely updated, although sometimes a new article is written; so, please check for later articles or changes in legislation on official government websites, as this article should not be relied on in isolation.

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    Post written by:

    James Pearcy-Caldwell

    James founded and runs Aisa with an emphasis on a pro-client and transparent approach. He is always looking for the most suitable solution for the benefit of the client. He has been in the field of investment advice since 1998, and therefore fully understands the necessity of open communication and honesty. James is certified in many financial areas in several countries and also holds the most prestigious European certificate in investment planning EFP (European Financial Planner).

    Aisa International is the only financial advice service company specialising in advice for expats that is regulated as a Securities Trader in the Czech Republic, USA, and UK.

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